Boutique wealth management and tax planning firm. Serve business owners and executives at the intersection of health, wealth and purpose.
We help clients design and implement specific tax plans to help them keep more of what they make, because having a tax plan can make an enormous difference on your ability to build wealth and obtain financial freedom.
We also offer clients expertise in the area of private investing and help them gain access to unconventional investment strategies with the goal of beating inflation and avoiding the crazy ups and downs you’ve seen in the stock market -- with the dual goals of increasing diversification and earning meaningful positive returns.
Lastly, since time is our most precious commodity, we find ways to create more free-time for clients to play, pursue interests and live a life they love.
Austin, Texas based but serving clients nationwide, coast to coast.
Whitwell & Co., LLC offers investment advice through Atomi Financial Group, Inc., 20 Executive Park, Suite 120, Irvine, CA 92614. Whitwell & Co., LLC’s home office is located in Austin, Texas. Additional information about Atomi Financial Group, Inc. is available on the SEC’s website at www.adviserinfo.sec.gov. It is important to read our disclosures available at this link https://www.atomifinancial.com/disclosures. Please contact your investment advisor representative if there are any changes in your financial situation or investment objectives. Past performance is no guarantee of future returns.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 815-A Brazos St. Unit #526, Austin,texas 78701,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://linktr.ee/whitwellpr
- Keywords
- tax planning, alternative investments, business owners, 401K, ROTH conversions, self-directed accounts, asset protection, corporate funding strategy, social security analysis, FIRE, tax strategy, tax plan implementation, annuities, disability funding, financial freedom, life insurance, private investing.
- HQ
- Austin, Texas
Modern Wealth Management | Tax Planning | Lifelong Cashflow | Business Owners | Executives | Questions
Modern Wealth Management | Tax Planning | Lifelong Cashflow | Business Owners | Executives |'s website is https://linktr.ee/whitwellpr
Modern Wealth Management | Tax Planning | Lifelong Cashflow | Business Owners | Executives |'s LinkedIn profile is https://www.linkedin.com/company/whitwell-advisors
Modern Wealth Management | Tax Planning | Lifelong Cashflow | Business Owners | Executives | has
7 employees.
View email and phone details for 7
employees at Modern Wealth Management | Tax Planning | Lifelong Cashflow | Business Owners | Executives |.
Modern Wealth Management | Tax Planning | Lifelong Cashflow | Business Owners | Executives |'s industry is
Financial Services
Modern Wealth Management | Tax Planning | Lifelong Cashflow | Business Owners | Executives |'s top competitors are
Austin Wealth Management,
Strada Wealth Management,
Proper Wealth Of Apollon,
Genesis Wealth Management, Llc.,
1lead,
Wealth Management Student Organization,
Modern Wealth Management,
Modern Wealth Management,
Pioneer Wealth Management Group,
Oakwell Private Wealth Management Llc.
Modern Wealth Management | Tax Planning | Lifelong Cashflow | Business Owners | Executives |'s categories are Financial Services
Modern Wealth Management | Tax Planning | Lifelong Cashflow | Business Owners | Executives |'s founding year is 2017
